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Customer Care Representative

Triumph Financial
United States, Texas, Dallas
Jan 21, 2025
Job Description
Position Summary

The Call Center Agent will be responsible for contributing to the overall success of TBK Bank. This role will handle in-bound calls and emails in a fast-paced environment while processing customer requests. The role requires sitting for extended periods of time communicating with customers by phone using a headset or email.

Essential Duties & Responsibilities

  • Listens, comprehends, resolves, and providing excellent service during every call or email

  • Keeps management abreast of any significant problems

  • Adheres to all bank and regulatory requirements and participates in required training

  • Demonstrates an understanding of TBK Bank products and services

  • Recognizes an opportunity to deepen relationship with core TBK Bank products and services

  • Proactive in assessing and providing suggestions to offer improved service

  • Processes online account opening applications

  • Prepares and compiles new customer information in accordance with bank policies and procedures

  • Performs other duties, as assigned

  • SATURDAY HOURS (9AM - 1PM CST or 8AM -12PM MTN) WILL BE REQUIRED

Experience & Education

  • High School Diploma or equivalent

  • 1-2 years of experience in a banking environment is preferred

  • 1-2 years of experience in a call center environment

Work Environment

The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

  • Ability to work in a confined area.

  • Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

  • Specific vision abilities are required by this job due to computer work.

  • Light to moderate lifting is required.

  • Regular, predictable attendance is required.

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